Skip to content
SPECIFICTION
Get listed

MyDocSafe

mydocsafe.com

From $25/mo Free trial WebiOSAndroid
Visit mydocsafe.com
Spec score 8.0 #8 of 17 in Client Portal Software

What it is

MyDocSafe combines client portals, electronic signatures and workflow automation for businesses and individuals. Its onboarding workflow gathers proposals, forms and document requests, then adds reminders, internal workflows, secure messaging and file sharing. Branded portals provide secure document exchange. Signature tools include password protection, SMS verification, bulk sending, mail merge and multi-party workflows. Integrations include Xero, Zoho CRM, Zapier, Stripe, GoCardless, Dropbox and Google Drive, while an API supports custom connections. Files use AES-256 encryption after upload and 256-bit SSL/TLS during transfer; MyDocSafe says it is ISO 27001 certified and offers UK, EU (Ireland) or US storage on AWS infrastructure. Business Pro costs $25 a month billed annually, Accounting Pro $36 a month billed annually, and Deal Pro $63 a month billed annually. A free plan and 30-day no-card trial are available. Enterprise pricing is custom.

Spec sheet

Purpose
MyDocSafe combines client portals, electronic signatures and workflow automation for businesses and individuals.Read 8 Oct 2026 · mydocsafe.com
Intended users
The company lists accounting and tax firms, independent financial advisers, law firms, education, HR, local authorities, medical, payroll, real estate and tax advisers among its industries.Read 8 Oct 2026 · mydocsafe.com
Integrations
Listed integrations include Xero, Zoho CRM, Zapier, Stripe, GoCardless, Dropbox and Google Drive.Read 8 Oct 2026 · mydocsafe.com
Mobile apps
MyDocSafe announced a new iOS mobile app with biometric sign-in in its May 2026 release notes.Read 8 Oct 2026 · mydocsafe.com
Support
The site provides an application overview, knowledge database and technical support resources.Read 8 Oct 2026 · mydocsafe.com
Additional charges
The pricing page lists QES at $2.4 per signature, extra guest users at $1.2 per user per month and extra storage at $7 per GB per month.Read 8 Oct 2026 · mydocsafe.com
Certification
MyDocSafe says it is ISO 27001 certified under UKAS-accredited certification processes.Read 8 Oct 2026 · mydocsafe.com
Client onboarding
The platform brings proposals, forms and document requests together with automated reminders, internal workflows, secure messaging and file sharing.Read 8 Oct 2026 · mydocsafe.com
Client portals
Users can create branded client portals for secure document sharing.Read 8 Oct 2026 · mydocsafe.com
Custom integrations
MyDocSafe says its API can be used to build custom integrations.Read 8 Oct 2026 · mydocsafe.com
Data residency
Customers can select UK, EU (Ireland) or US data storage, and MyDocSafe says its core hosting infrastructure uses AWS.Read 8 Oct 2026 · help.mydocsafe.com
E-signatures
Its signature features include password protection, SMS verification, bulk sending, mail merge and multi-party workflows.Read 8 Oct 2026 · mydocsafe.com
Encryption
Files are encrypted with AES-256 after upload, and data transfers use 256-bit SSL/TLS encryption.Read 8 Oct 2026 · mydocsafe.com
Trial limits
The 30-day trial requires no credit card and includes 20 e-signatures, but excludes ID verification tests and QES.Read 8 Oct 2026 · mydocsafe.com

Plans and prices

Business Pro $25 a month annually Unlimited signatures · 200 guest users · 500 GB storage · 90-day audit trail Read 8 Oct 2026 · mydocsafe.com
Accounting Pro $36 a month annually Unlimited signatures · 500 guest users · 2 TB storage · 1-year audit trail · 100 API calls/month Read 8 Oct 2026 · mydocsafe.com
Deal Pro $63 a month annually Unlimited signatures · 1,000 guest users · 5 TB storage · 4 GB max file size · Unlimited audit trail Read 8 Oct 2026 · mydocsafe.com
Enterprise Priced on request Custom; contact us for a quote Custom guest users · Custom storage · Custom API limits · SSO/SAML · SLA Read 8 Oct 2026 · mydocsafe.com

Every MyDocSafe plan and price →

Strong points and limits

Strong points

  • Branded client portals
  • Multiple electronic-signature workflows
  • API and listed integrations
  • Selectable UK, EU or US storage
  • Free plan and 30-day trial

Limits

  • No custom domain
  • No single sign-on
  • Trial excludes ID verification and QES
  • Extra storage and guest users cost more

Who it suits

It suits businesses handling client onboarding, signatures and document exchange, including accounting, legal, finance, HR, medical and real-estate organizations.

Verdict

MyDocSafe combines onboarding, portals, signatures and workflow features with regional storage choices. Compare plan limits for guests, storage, audit history and API usage before committing.

Where Specifiction places it

Alternatives to MyDocSafeAll alternatives →